Every Monday, emails the sales manager the open HubSpot deals with no activity in 14 days.
Uses
Gmail
HubSpot
Email the deals nobody has touched in two weeks
Run every Monday at 09:00.Run every Monday at 09:00.
Sales manager's emailSet sales_manager_email to blank.Open deals nobody has touched in 14 daysFind deals. Save it as quiet_deals.HubSpot
If quiet_deals.total is greater than 0If quiet_deals.total is greater than 0Yes
Table of quiet dealsMake a table of quiet_deals.results Save it as table.Email the sales managerSend an email to sales_manager_email. Save it as digest.
Subject: Deals with no activity in 14 daysThese open deals, worth quiet_deals.total_amount_display together, have had no activity in 14 days:
table.htmlGmailNo
No steps